PSFS Offering - Contribution List: How to create a family giving history report by year

How to create a family giving history report by year

To create a summary for any given number of years, you must create a pivot table in Excel (if you don't have Excel, modify instructions for Google Sheets).

First go to the Offering Module → Contribution List. Then select your Start Date and End Date. Click View Contributions to generate the results, then Export to CSVA to export the data to excel.

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In Excel, highlight your data and choose Pivot Table from the Insert tab.

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In the PivotTable Field List on the right put Posting Date under Column Labels, Names under Row Lables, and Amount under Values( it will appear as "Sum of Amount"):

To Group By Year

Right click on your first Date (this should be in cell B4) and choose Group. Deselect Month and choose year. Then click Ok. This will display the 3 year totals for the various funds. Alternatively you can do Quarters or Months.